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Full-time
high school
Health insurance, Dental insurance, Vision insurance, Company-funded health savings account, Life insurance, Short-term disability
Posted 16d ago
~40 hrs/week
Responsibilities
The Commercial Account Manager will support and retain a high-volume portfolio of small business clients by handling day-to-day servicing needs and policy transactions. They are responsible for building strong relationships with clients and carriers while ensuring accurate documentation and compliance within agency systems.
Requirements
Candidates must have at least one year of commercial lines property and casualty insurance experience and hold an active Ohio Property & Casualty license. Proficiency in AMS-360, ImageRight, and Microsoft Office is required, along with strong organizational and communication skills.
Full job description
Description
Small Business Unit Commercial Account Manager
Location: Ohio or Kentucky Employment Type: Full-Time and Hybrid based in one of our locations
Job Summary
Are you an organized, detail-driven insurance professional who thrives in a fast-paced service environment? As an SBU Commercial Account Manager (SBCAM), you’ll support and retain a high-volume portfolio of small business commercial lines clients. You’ll handle day-to-day servicing needs, ensure policy accuracy, process transactions efficiently, and deliver the responsive, relationship-focused service our clients rely on.
This role is ideal for a licensed insurance professional with at least one year of commercial lines experience who enjoys problem-solving, managing multiple priorities, and helping small businesses feel protected and supported.
Responsibilities
Build & Maintain Client Relationships
Develop strong working relationships with clients, underwriters, and producers
Maintain high satisfaction within your assigned book of business
Conduct periodic service calls and respond promptly to client inquiries
Serve as a reliable point of contact for certificates, endorsements, billing questions, and policy changes
Deliver High-Volume, High-Quality Account Service
Begin renewal preparation 90 days prior to expiration
Prepare renewal submissions, obtain signed applications, and deliver renewals per departmental procedures
Review accounts for rounding opportunities and increased limits; document all recommendations to prevent E&O exposure
Process endorsements, certificates, audits, and change requests accurately and efficiently
Issue certificates and verify policy accuracy
Report claims to carriers in accordance with agency guidelines
Ensure Accuracy, Compliance & Documentation
Maintain real-time, accurate client files in AMS-360 and ImageRight
Update billing screens, commissions, producer codes, company codes, and status codes during renewal processing
Prepare and process premium finance agreements
Handle agency-bill invoicing and ensure compliance with agency procedures
Prepare and process lost policy releases (LPRs)
Act as liaison between clients and carriers regarding inspections and loss control recommendations
Notify leadership when service standards may be at risk
Support Producers & New Business Workflows
Provide technical support for new business opportunities
Prepare new business submissions when the new business department is unavailable
Assist producers with gathering information and risk management recommendations for renewals
Qualifications We’re Seeking
Minimum 1 year of commercial lines P&C insurance experience
Active Ohio Property & Casualty license
High school diploma or GED
Ability to manage a book of $225,000–$350,000 in agency revenue
Proficiency in AMS-360, ImageRight, Microsoft Office, and web-based tools
Strong attention to detail, accuracy, and adherence to procedures
Professional communication skills, both written and verbal
Ability to adapt to change and follow agency guidelines
Commitment to continuing education
Benefits Include
Health, dental and vision insurance from day one
Company-funded health savings account (HSA)
Life insurance, short- and long-term disability
401(k) with employer match
Paid time off, including summer hours and paid parental leave
Hybrid work environment
And much more!
About Us
With 100+ years of history behind every client relationship, we’ve built a reputation on integrity, expertise, and the dedication of our people. That commitment has earned us recognition as a Top Insurance Employer and Top Insurance Workplace by Insurance Business America, a spot among the Top 100 Independent Insurance Agencies by Insurance Journal, and distinction as a leading Northeast Ohio agency by Crain’s Cleveland Business.
Founded in Akron, OH in 1910, we’ve grown to 250+ employees across 20+ locations in Ohio, Kentucky, and Florida—while maintaining the personal, relationship-driven service that sets us apart.
Our competitive edge comes from:
Regional specialization and deep market knowledge
Client education that emphasizes prevention over reaction
Access to regional, national, and international insurance markets
A reliable in-house claims service team that advocates for clients when it matters most
At SeibertKeck Insurance Partners, we go beyond premium. We reduce costs through proprietary risk management and loss control strategies, negotiate the best possible rates through strong carrier relationships, and support clients with responsive, around-the-clock claims partners.
We’re proud of where we’ve been—and even more excited about where we’re going.
Equal Opportunity Employer
We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, national origin, gender, sexual orientation, veteran status, disability, age, or any other protected characteristic.
Deeply committed to the communities that we all share, Insurance Partners Agency is a full service, leading independent insurance agency that specializes in business and personal insurance, employee benefits, life insurance, and professional liability.
The agency has earned its reputation for excellence by leveraging more than five decades of risk management experience to deliver keen insight, service, and solutions to clients’ distinct needs, including competitive, niche, and specialty products/services. Organizations of all sizes and sectors benefit from Insurance Partners’ business insurance expertise combined with a distinct approach and access to a broad range of premier insurance carriers.
Licensed in most of the U.S.A. with international reach through select affiliates, Insurance Partners Agency was established in 1961, is based in and operates offices across Ohio along with an office in Orlando, Florida.
Offices: 26865 Center Ridge Road, Westlake, OH, office, OH 44145, US · 6190 Cochran Road, Suite E, Solon, OH 44139, US · 4700 Dressler Road N.W., Canton, OH 44718, US · 3215 N. High Street, Columbus, OH 43202, US · 5201 N. Abbe Road, Elyria, OH 44035, US
Business InsurancePersonal InsuranceEmployee BenefitsLife Insuranceand Professional LiabilityInsuranceFinancial Services